iban no (mandatory)
TRANSCRIPT
IBAN No (mandatory)
Please fill this form for us to be�er understand your investment goals according to your needs. On the basis of the information you provide, we can suggestyou a customized solution. Please tick the boxes as per your choice.
1 Age (In Yrs.) 2 Marital Status 3 No. of Dependents
Below 40 6 Points Single 6 Points Zero 6 Points
41-50 3 Points Married 2 Points Below Four 3 Points
51-60 1 Points Divorced/Widow 0 Points Four to Seven 1 Points
Above 60 0 Points Above Seven 0 Points 4 Occupation 5 Qualifica�on 6 Your Risk Appe�te
Re�red / Unemployed 0 Points Matricula�on or Below 0 Points Very High 12 Points
Student/House Wife 1 Points Intermediate 1 Points High 10 Points
Salaried 3 Points Graduate 2 Points Moderate 6 Points
Business/Self Employed 6 Points Post Graduate 3 Points Low 4 Points
Doctorate 4 Points Very Low 0 Points
7 Your Investment Objec�ve 8 Years to Re�rement
Capital Preserva�on 4 Points 0 - 10 Years 4 Points
Capital Preserva�on & Income 8 Points 11 - 20 Years 6 Points
Income and long-term Growth 12 Points 21 - 30 Years 10 Points
Capital Growth 14 Points 30 + Years 12 Points
9 Your current level of Investment Knowledge 10 Your current financial posi�on: In a year or so, how secure do you feel your finances will be?
Li�le or no knowledge 0 Points Very Secure 0 Points
Some Knowledge 2 Points Somewhat Secure -2 Points
Both Knowledgeable and 4 Points Experienced in investing
Not Sure -4 Points
Likely Worse -8 Points
SCORING OF RISK PROFILING RESULTS Question # 1 2 3 4 5 6 7 8 9 10 Total Your Score
Name and Signature of Par�cipant
Name of Sales Person Name of Regional / Zonal Manager
Signature Signature
RISK PROFILING QUESTIONNAIRE FOR VPS INVESTOR
Your Por�olio
0-25
Score Type of Investor Risk Profile Suitable Investment in Plan/Scheme
26-35
36-43
44-50
51+
Secured Oriented
Safety Oriented
Balanced Conserva�ve
Moderate Growth
Growth Oriented
Very Low
Low
Moderate
Medium
High
Low Vola�lity Alloca�on SchemeLife Cycle Alloca�on Scheme withLow Risk Tolerance
Life Cycle Alloca�on Scheme withModerate Risk Tolerance
Lower Vola�lity Alloca�on Scheme
High Vola�lity Alloca�on SchemeLife Cycle Alloca�on Scheme withHigh Risk Tolerance
Medium Vola�lity Alloca�on Scheme
I declare that I understand that this risk profiling ques�onnaire will help me assess my risk appe�te based on the informa�on provided by me. I am aware that my financial needs may change over �me depending on my personal and situa�on objec�ves. I also understand that this ques�onnaire does not cons�tute, in any manner, advice given by the Company. I shall be solely responsible for all my current and future investments and realloca�on transac�ons if these transac�ons are not in accordance with my above-men�oned risk profiling results. I will not hold the Company liable or responsible for these transac�ons in any manner. Further, I hereby confirm that all informa�on provided in this form is true to the best of my knowledge.
ASSET ALLOCATION DETAILS .::-�J'J4:1�J
Please select the Allocation Scheme according to which your Contributions shall be allocated in the Sub-Funds of Atlas Pension Fund/ Atlas Pension Islamic Fund. _(Li.,V�i,'Jt'..;:IS'J'-;--•.f.z;....(iv1�_,A1J;;�../,J.11,,LJ.,ef.,.,lf·11,'fr,Jf}.,jvL1-1.
Note: You are requested to please read the relevant Offering Document and the details of each Allocation Scheme provided seperately to fully understand the risk/ return profile of that Scheme and are also advised to complete the risk assessment questionare to assess your own risk tolerance profile before making any selection.
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Please note that you can select any one of the below mentioned Schemes for allocation of your Contributions. -LJ.1'2:J'.,.,if·11,'frJ,!1,--9-f j'iJ,ti..Li/."LJ!-"?J,1-;--1
Please tick the box corresponding to your chosen Allocation Scheme and fill in the percentages.
Atlas Pension Fund Atlas Pension Islamic Fund
Type Equity Debt Money
Equity Debt Money
Market Market Sub Fund Sub Fund
SubFund Sub Fund Sub Fund
Sub Fund
D High Volatility Allocation Scheme (min)65% (min) 20% Nil (min) 65% (min) 20% Nil
frJ41,;1,,i., --
% __ % __ % --
% --
% __ %
D Medium Volatility Allocation Scheme (min) 35% (min)40% (min) 10% (min) 35% (min)40% (min) 10%
frJ:l11c.1;1;, --
% __ % __ % --
% --
% __ %
D Low Volatility Allocation Scheme (min) 10% (min) 60% (min) 15% (min) 10% (min) 60% (min) 15%
frJ,!1u,C'f --
% __ % __ % --
% --
% __ %
D Lower Volatility Allocation Scheme Nil (min)40% (min) 40% Nil (min) 40% (min) 40%
(-'i,Jf}.,1,11.,1; --% __ % __ %
--%
--%
--%
D Customized Allocation Scheme Range 0-100% 0-100% 0-100% 0-100% 0-100% 0-100%
frJ4,i1u--1 --
% __ % __ %--
%--
% __ %
D Life Cycle Allocation Scheme withHigh Risk Tolerance
fr,Y-}.1.f vJvALL/�1),1.J:,,.,1;
D Life Cycle Allocation Scheme with% fixed as provided in the attached details
Moderate Risk Tolerance
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D Life Cycle Allocation Scheme withLow Risk Tolerance
fiJ4,.f vJtJ..ivLL/..::.,;,,,_,...t,,f
Note: If Participant does not choose any Allocation Scheme, his Contribution would be allocated according to profile and age ofthe Participant in life cycle Allocation Scheme until such time the Participant selects any Allocation Scheme.
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If the Participant does not allocate the percentages, the Pension Fund Manager shall at its discretion allocate the remaining 15% in theselected Allocation Scheme as they deem appropriate. -b"<--,/�J.11,,.C.c.1Lf'v"',._t.frJ4,,fJ.,.;;:15•10111/J.u.,L,�'v"''}'z;�._t...::.,,,...JLhci." .....,..i,:.C.,i,'"'(/
INSTRUCTIONS .::-�11
1. Please send my Account Statement/ Acknowledgement Reciept -v./Jv,1{J.;..,,,,.:,-.:-';/#1..v51(1,J/.l3VL'-1.OAt my mailing address []At my email address D Provide me web access to view online.
ef Jv,'{�LL/J,...,Jil<.../. {J.,�1J::iJ,"-'/. ef b,'J.,�1-,,.:,-d-.C..!{,Jvc.11 2. Please remind me ofmy Contribution dues through: 4-1/4J.;..,,,,.:,Jf"k0d!-"}'tu/.Ll3VL'-1.OMail at my mailing address efJv,,"'�.C.L/J,...,JiJ"-'/. DE-mail J::u, OsMS J.1(-1J., Telephonic reminder at my: c.1e�,�l3H D Office No.Jr _______
OResidential No. (ff,______ Between (Timing) _____ i.:,11(,JJLs:.,liJI
Date: _______________
The Manager Investor Services Atlas Asset Management Limited Ground Floor, Federation House, Shara‐e‐Firdousi, Clifton, Karachi.
Subject: Insurance/ Takaful Coverage
Dear Sir,
This is in reference to my contributions in ________________________________, I would like to
confirm as follows:
I want to avail insurance/ takaful coverage and thereby agree for deduction of insurance
premium from monthly contribution.
I do not want to avail insurance/ takaful coverage and want 100% waiver of Sales load.
Yours truly,
______________________
Name & Signature of Participant
______________________
CNIC No.